Advice And Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

20472

SEC number

801-63550

Firm type

RIA

Assets under management

$37.9B as of Apr 21, 2026

Website

www.facebook.com/TIAA ↗

Phone

212-490-9000

Address

730 Third Avenue, New York, NY, 10017-3206

Advisors at this firm

2,588 in our index · page 23 of 52

• Richard Francis JonesCRD 2158323 · Charlotte, NC
  IA RegisteredBroker
• Edgardo JuarezCRD 4764799 · Wheaton, IL
  Broker
• Dennis JuddCRD 2447827 · Denver, CO
  IA RegisteredBroker
• Roger William JudyCRD 2572607 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Adrian Chad JacksonCRD 6718990 · Frisco, TX
  Broker
• Christopher Donte JacksonCRD 7968028 · Charlotte, NC
  Broker
• Gabrielle Davidson JacksonCRD 6500252 · Frisco, TX
  Broker
• Lisa Hagen JacksonCRD 7713521 · Charlotte, NC
  Broker
• Nicole Aisha JacksonCRD 6575881 · Charotte, NC
  IA RegisteredBroker
• Wesley Eugene JacksonCRD 7427289 · Frisco, TX
  Broker
• Benzion A JaffeCRD 8145614 · Hackensack, NJ
  IA RegisteredBroker
• Priya Darshanie Davie JagdeoCRD 6779681 · Charlotte, NC
  IA RegisteredBroker
• Alea Kylee JamesCRD 7730076 · Frisco, TX
  Broker
• Jacqueline Elizabeth JamesCRD 7046007 · Charlotte, NC
  Broker
• Kerrine Lynnell JamesCRD 4401799 · Charlotte, NC
  Broker
• Kevin Randy JamesCRD 2434024 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Skyler JarreauCRD 8069623 · Frisco, TX
  Broker
• Marcus David JeffersonCRD 7860454 · Lewisville, TX
  IA RegisteredBroker
• Eli M JenkinsCRD 7803909 · Spokane, WA
  Broker
• James Wesley JenningsCRD 7925896 · Charlotte, NC
  Broker
• Kyle Steven JenningsCRD 6649862 · Denver, CO
  Broker
• Miguel Angel Jimenez-ZirandaCRD 7629069 · Charlotte, NC
  Broker
• Scott Joseph JimisonCRD 2512772 · Beachwood, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua JimmyCRD 8023475 · Frisco, TX
  Broker
• Adara Amelinda JohnsonCRD 7429833 · Frisco, TX
  IA RegisteredBroker
• Andrea Nicole JohnsonCRD 2488590 · Frisco, TX
  Broker
• Brittany Lashay JohnsonCRD 7590170 · Frisco, TX
  Broker
• Jaclyn Kate JohnsonCRD 4725309 · Frisco, TX
  IA RegisteredBroker
• Maleesha Lanette JohnsonCRD 6711261 · Charlotte, NC
  Broker
• Riley Rex JohnsonCRD 7800030 · Frisco, TX
  Broker
• Ryan Omar JohnsonCRD 3253937 · Indian Land, SC
  IA RegisteredBroker
• Stacy Lynn JohnsonCRD 6150567 · Bloomington, MN
  IA RegisteredBroker
• Tate Edward JohnsonCRD 7755508 · Charlotte, NC
  IA RegisteredBroker
• Zachary Lee JohnsonCRD 7833303 · Frisco, TX
  Broker
• David Collin JohnstonCRD 7263168 · Bellevue, WA
  IA RegisteredBroker
• James Cullen JohnstonCRD 7825065 · Frisco, TX
  Broker
• David Harley JonesCRD 5797189 · Irvine, CA
  IA RegisteredRegistration inactive
• Jontel D JonesCRD 7637912 · Frisco, TX
  Broker
• Jordan Ash JonesCRD 6531966 · Charlotte, NC
  IA RegisteredBroker
• Myles Kenneth JonesCRD 8186858 · Charlotte, NC
  Broker
• Rebecca Fuentes JonesCRD 5361659 · Atlanta, GA
  IA RegisteredBroker
• Sarah Anna JonesCRD 5893110 · Frisco, TX
  IA RegisteredBroker
• Tricia Lee JonesCRD 2882832 · Addison, TX
  IA RegisteredBroker
• Tylon Armani JonesCRD 7956396 · Charlotte, NC
  Broker
• Jared Michael Jones-CrosbyCRD 5431260 · Melville, NY
  IA RegisteredRegistration inactive
• Samuel Kent JordanCRD 8195911 · Frisco, TX
  Broker
• Hadley Remy JosephCRD 4213442 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Rennie Chackalackal JosephCRD 8211900 · Frisco, TX
  Broker
• Sabria Daychelle JoynerCRD 8113668 · Charlotte, NC
  Broker
• Marianna Mccaskill JubergCRD 7547465 · Charlotte, NC
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.